This topic describes how to perform manual tests in exploratory sessions. Exploratory sessions are saved for you to return to, and run again.
Exploratory session results are saved with other test results, and are accessible from the RESULTS tab.
Start a new session
Start a new exploratory session from the SRF EXPLORATORY tab.
Click NEW and select one of the following:
Mobile Apps Session
Test your mobile app.
Web Session Test your website on a desktop or mobile browser.
On the right, define your session's name and other settings, such as application modules or environment. For details, see Exploratory session settings.
Click START to start your exploratory session. Then continue with During your exploratory session.
Find and manage your sessions
The EXPLORATORY tab displays all manual testing sessions performed.
On the left side of the EXPLORATORY tab, click a filter toggle to enable or disable it.
Then define the filter you want to use to display your sessions.
Click the search icon above the grid to search for a string from your test name.
View details about your testing sessions in the grid, such as last run dates and statuses.
For details about a specific session run:
Edit any session details as needed, and then click START to reopen your saved session.
To delete a session, hover over the session row and click the Options bar on the right. Then, click Delete to delete the session.
Define the following for any new session or when modifying a saved session.
The amount of minutes you expect your session to take. See if you can meet your target time!
Modify this value if you want to enter a user other than yourself.
Define objectives and/or possible testing methods.
Enter text in the ADD TAG box to tag your session. Tags help you find your session in filters.
Click the tag icon and then enter text to add a tag. Filtering by tags can help you locate your sessions and results.
Click APPLICATION MODULES to manually list the elements in your app that you want to test.
Use this as a checklist of areas to explore during your testing session.
Define your environment using the options displayed, depending on your test type.
For more details, see:
Web testing: Define your web environment
To delete an item, hover over the row and click the Options bar on the right. Then, click Delete to delete the session.
Do the following:
Click Browser Lab to get started, or CHANGE if you've already defined an environment.
- In the ENVIRONMENT SELECTION dialog box, click items to add them to your environment.
- Tunnel: After closing the ENVIRONMENT SELECTION dialog box, select a tunnel to use if you are testing an app installed behind a corporate firewall. For more details, see Manage tunnels.
If you have not yet selected a mobile device, click Select Device From Lab to select a device from the device lab.
Then, in the ENVIRONMENT SELECTION dialog box, click items to add them to your environment.
If you already have a mobile device defined, click OPEN LAB to update your selection.
Search and filter
Use the search bar to filter the apps or devices displayed.
Add rules to find matching devices.
If you are working with mobile devices and can be flexible with the exact device used, click ADD RULE to run your session on any available matching device in your lab.
Define additional app settings.
After adding apps to your environment, define your app settings:
- Hover over the UPLOAD value to select an app upload version.
- Toggle on the PACKAGED option to use the packaged version of the app.
Define the app you want to use to start your test or session
In the START SESSION FROM area, select the system app you want to use to start, and any of the following options as applicable:
- Restart the app when the test/session starts
- Install the app at the beginning of the test/session
- Uninstall the app when the test/session ends
A remote access window opens for your exploratory session, displaying your selected environment.
Your session starts immediately.
Explore your app, testing each of the application modules you listed for the session.
Use the toolbar to:
Pause your session if you need to take a break. Click to start it again. Add more time to your session duration.
Save a screenshot of the current view.
Use the annotation toolbar to draw or write on your screenshot .
Add a comment at this point in the session. Display the session steps.
Toggle the SRF clipboard on or off.
Use the SRF clipboard when you want to copy text from outside your recording to inside the remote viewer, or from inside the remote viewer to a local file.
For example, to copy your website URL to the browser window SRF, do the following:
- Copy the URL from your local desktop.
- In SRF, click the Toggle Clipboard button.
Paste the URL into the SRF clipboard field that appears.
Click the browser in the recording window to ensure that it's in focus.
- Click the Copy to clipboard button to paste it into the address bar.
If you are testing a mobile device, use the CONTROL PANEL options on the left to interact with your device, such as changing your orientation, zooming in and out of your device, or sending text to your device.
Note: If you are connecting to your device over a secure connection and a message appears requesting you to accept the certificate, follow the instructions in the message to accept the certificate before continuing with the session.
When you're finished, click DONE. Select whether your session passed or failed, and enter a session summary for later reference.
In the EXPLORATORY grid, click a saved session to view your run history on the right under LATEST RUNS.
Then, click a specific run to view the steps and any other recorded data.
On the RESULTS page:
Click a dropdown arrow to view a snapshot you saved for a specific step, or for details about errors or warnings.
Click SUBMIT DEFECT at the top to open a defect in Octane based on the results you see. For details, see Create defects.
If you have a particularly helpful exploratory session saved that is a good candidate for reuse and automation testing, save it as an automated script.
For details, see Automate an exploratory session.